|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
123.61M |
| Category: |
Mid-Cap Blend |
| Total Expense Ratio: |
0.89% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
13.21% |
| 5y Avg Return: |
N/A |
| Rank in Category (ytd): |
207 |
| % Rank in Category (ytd): |
41.9% |
| Beta (3y): |
1.15 |
| Morningstar Risk Rating: |
Above average |
|
| The investment seeks long-term total return through capital appreciation. The fund normally invests at least 80% of assets in common and preferred stocks of mid-cap companies (market capitalization of between $1 and $12 billion). It selects approximately 40 stocks based on "bottom-up" fundamental analysis. |
|
| Fund Profile |
|
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